Geopolitics and Policy
US-China relations
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 41
- Share
- 4.2%
- Shows
- 40
- Net sentiment
- −0.55
Down from 7.3% of episodes in the weeks before; net sentiment was −0.30.
Bullish 1Mixed 7Neutral 21Bearish 12
3 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 12
- Speakers see trust as very hard to build and tensions structurally rising as China grows more confident.How to deter China over Taiwan without poking Beijing in the eye | Zack Cooper · Defense Disrupted · Oct 8
- Speakers portray China as a hostile competitor using hacking, IP theft and influence campaigns against the US.The Lou Perez Podcast - David Zhang · The Lou Perez Podcast · Oct 9
- Discussion frames China as a strategic adversary running influence and economic pressure against the US.TLPP: Exposing the Chinese Communist Party w/ David Zhang · Lions of Liberty Network · Oct 6
- Discussion centers on strategic rivalry, China's maritime ring-fencing, and a long multi-decade conflict with US-China tension.How Melting Ice Is Redrawing the Global Order | Rana Faroohar · Hidden Forces · Oct 5
- Chinese export controls on precursors are only partial, and US indictments have had no practical effect on Chinese firms.Why Chinese Fentanyl Factories Are Making Peptides Now · The Journal. · Oct 7
- A cold war with China raises the risk of conflict over Taiwan and weakens conventional deterrence.E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company · How I Invest with David Weisburd · Oct 7
Show 6 moreShow fewer
- Bolton sees weak US pressure on Beijing and fears China may test Trump over Taiwan.Amb. John Bolton on Trump, the Iran War, China & America’s Alliances · The Burn Bag Podcast · Oct 6
- Hosts see Chinese espionage and tech theft as a serious ongoing threat to US firms.Nike in Freefall, OpenAI Fires Spies, & G7 Dumps 100M Barrels | PBD #867 · PBD Podcast · Oct 5
- China's shipbuilding dominance and Arctic shipping routes sharpen great-power competition with the US.France’s Unrest, Middle East Wars, Trump and Greenland, Resisting DOGE · Fareed Zakaria GPS · Oct 11
- Europe's demands on China are unlikely to succeed given China's leverage over rare earths.Califoreboding · Eye On The Market · Oct 8
- The hosts see China as a strategic rival in an ongoing non-kinetic competition and distrust its government.The Pentagon Wants $54 Billion for Drones, Up From $226 Million. Does It Need a Four-Star for Robots? · Hardpoints · Oct 6
- Congressional report alleges Webull's ties to Beijing pose national security and market risks.Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26 · The Exchange · Oct 7
Mixed 7
- Summit yielded incremental trade and AI deliverables, but competition and Taiwan tensions persist beneath the cooperative framing.Episode 43 - Assessing the September 2026 Trump Xi Summit · Engaging the Eagle - Exploring U.S. Foreign Policy in Southeast Asia · Oct 8
- Summit yielded optics and a short trade truce but few concrete deals, leaving the relationship uncertain.Trump Needs China — But China Wants a Multipolar World | Silk and Steel · UK Column News · Oct 7
- Geoeconomic dependence on China and US means both face exposure to disruption.Is Europe falling behind? – In Conversation with Paul Krugman · Euro Matters – the European Central Bank Podcast · Oct 6
- Export restrictions spur Chinese self-sufficiency and may backfire, though they also limit ASML's China sales.Christophe Fouquet: Leading the World's Most Indispensable Company · A Bit Personal with Jodi Shelton · Oct 8
- Trade truce extended, but rare earths left out of tariff relief keeps supply uncertain.Brazil Heads to a Runoff and Vale Jumps, Chile Copper Strike Clock Starts, and Vedanta Plans US$2.3 Billion Push · The Mining Insider · Oct 5
- Supply chain dependence on China is a risk, though relations are described as managed quietly.Scott Bessent on Trump Accounts, China Risk and the Fight to Stabilize the Economy · Greta Wire · Oct 9
Neutral 21
- The episode discusses the summit's symbolism and diplomacy, with no direct investing angle.Did Trump humiliate Xi Jinping at the DC summit? · AMERICA OUT LOUD PODCAST NETWORK · Oct 5
- Discussion centers on diplomacy and leader relations, with little direct investment framing.Episode 41: Prof. WANG Wen - Xi Jinping, Donald Trump & The Emerging World · Polaris Live Podcasts with Host, Sarwar Kashmeri · Oct 9
- Discussed factually as a managed rivalry, with the summit framed as stabilizing ties without clear market implications.China’s Global Strategy — Winning over the Global South, Targeting Taiwan · China In Context · Oct 7
- Covers Xi's state visit to Washington and the broad agenda of trade, AI and Taiwan without a clear investing lean.Is Xi Jinping’s Health Declining? · The Journal. · Oct 6
- Taiwan's fighter purchase is discussed as a regional defense matter, with geopolitics as a possible delay factor.Taiwan’s First New F-16s Land After a Month Stuck in Hawaii · The Afterburn Podcast · Oct 9
- Trump-Xi summit assessed geopolitically, with no direct investment implications stated.Victor Davis Hanson: Why Is Trump Being Blamed for This Cornell Scandal? · Victor Davis Hanson: In His Own Words · Oct 9
Show 15 moreShow fewer
- A Cold War-style competition with China is framed as long-running and forcing countries to choose sides.MacroVoices #553 Brent Johnson: Disparate Housewives · Macro Voices · Oct 8
- Discussion of Xi's cancelled Washington visit and Chinese business leaders absent from it.3. CHINA - China Economic State Extraction - CHARLES BURTON & GORDON CHANG TAXMAN 100726 · The John Batchelor Show · Oct 7
- Discussed as a case for coordinated allied action on trade practices and sanctions.Janet Yellen on Debt, China and the Future of American Power · The Call by the Global Intelligence Desk · Oct 7
- Assessment of China's preparations around Taiwan and deterrence dynamics.Brian Schimpf: Drone warfare is changing everything · Make It Make Sense · Oct 6
- The 2027 Taiwan invasion scenario drives defense spending; its absence would not clearly change trajectory.Sharon Weinberger — Valley of Death: How Big Tech Is Fueling the Future of War - with Dustin Volz · Politics and Prose Presents · Oct 8
- Russia's growing economic dependence on China is discussed as a long-term concern.Russian Roulette LIVE: Putin's Global Campaign to Defeat the West with Hanna Notte · Russian Roulette · Oct 7
- The Xi-Trump state dinner is discussed with little visible progress and no substantive details.From Fair Game: Sam Altman Talks Donald Trump, Xi Jinping, and the Risk of Extinction (Part 2 of 2) · Inside the Hive · Oct 6
- Discusses China and Russia pressure on Taiwan and Moldova as context for women leaders, not as an investment call.The women against the strongmen · Cosmopolitics by Elise Labott · Oct 5
- Covers China's voter roll purchases and whether Trump raised meddling with Xi.Will There Be Meddling in the Midterms? · The President’s Inbox · Oct 7
- Discussed only as a factor in Kim's diplomacy and China's APEC investment, without investing angle.Brewing Korea Crisis? Mines, Missiles, & POWs · The Impossible State · Oct 9
- Advocacy on export controls, piracy and tariffs in Washington is mentioned briefly.Podcast EP372: An Overview of Some Important New Sessions at Semicon West with Julie Rogers · SemiWiki.com · Oct 7
- Brief mention of questions about Tether's investments in China and North Korea.CRYPTO: Senate Report Says Tether's USDT Helps Iran Move Money · Philip Teresi · Oct 7
- Altman discussed the Xi-Trump state dinner but offered little substance on any outcomes.Sam Altman Talks Donald Trump, Xi Jinping, and the Risk of Extinction (Part 2 of 2) · Fair Game by Vanity Fair · Oct 6
- Altman was not in the room for substantive talks during the Xi Jinping state visit.From Fair Game: Sam Altman Talks Donald Trump, Xi Jinping, and the Risk of Extinction (Part 2 of 2) · Still Watching · Oct 6
- Brief mention of China as Brazil's trading partner and Chinese espionage cases.The Rest of the World Report | October 6, 2026 — Morning Edition · The Rest of the World Podcast · Oct 6
Around it
Companies named
- Alphabet 1
- Apple 1
- Webull 1
- ASML 1
- Sovereign Metals1
Shows that covered it most
- The Journal.2
- AMERICA OUT LOUD PODCAST NETWORK1
- Cosmopolitics by Elise Labott1
- Hidden Forces1
- PBD Podcast1
- The Mining Insider1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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